We are an independent portfolio investment management firm.

Our equity investing applies a value discipline with a focused approach in fundamental research.

We utilize a business owner’s approach to investing, thoroughly examining the business and the management team.

We apply a bottom-up investment approach focused on protecting against permanent capital loss while seeking to deliver strong absolute returns for our clients.

“Value investing is the discipline of buying securities at a significant discount from their current underlying values and holding them until more of their value is realized. The element of a bargain is the key to the process.”

— Seth Klarman